Seascape Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Seascape Capital Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Hold	5,370	–	–	0.13%	67
2026 Q1	$533K	Hold	5,370	–	–	0.15%	66
2025 Q4	$536K	Sell	5,370 -144	-3%	-$14.4K	0.15%	64
2025 Q3	$553K	Hold	5,514	–	–	0.16%	69
2025 Q2	$547K	Sell	5,514 -1,051	-16%	-$103K	0.17%	73
2025 Q1	$649K	Sell	6,565 -5,535	-46%	-$541K	0.23%	66
2024 Q4	$1.17M	Buy	12,100 +8,100	+203%	+$798K	0.41%	56
2024 Q3	$405K	Sell	4,000 -1,532	-28%	-$153K	0.14%	78
2024 Q2	$537K	Sell	5,532 -981	-15%	-$94.7K	0.2%	70
2024 Q1	$638K	Sell	6,513 -1,871	-22%	-$183K	0.24%	68
2023 Q4	$832K	Sell	8,384 -784	-9%	-$74.6K	0.35%	62
2023 Q3	$862K	Sell	9,168 -58	-0.6%	-$5.59K	0.41%	58
2023 Q2	$904K	Hold	9,226	–	–	0.43%	54
2023 Q1	$919K	Sell	9,226 -29,555	-76%	-$2.92M	0.47%	50
2022 Q4	$3.76M	Buy	+38,781	New	+$3.75M	2.05%	8

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Seascape Capital Management's AGG Position: Q2 2026 in Review

Seascape Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 5,370 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #67.

Seascape Capital Management first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.76M in Q4 2022. 1,015 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Seascape Capital Management held 5,370 shares of iShares Core US Aggregate Bond ETF worth $532K as of Q2 2026.
Seascape Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.13% of Seascape Capital Management's portfolio in Q2 2026, its #67 holding.
Seascape Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Seascape Capital Management's iShares Core US Aggregate Bond ETF position peaked at $3.76M in Q4 2022.
1,015 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Seascape Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.